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Business Proposal Checklist


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Business Proposal Checklist Writing business offers means conveying your message to the target audience in order to promote and sell a product/service. Read the shown below Business Proposal Checklist to find out how to create a winning proposal.

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  1. Typical Structure.
    • Introduction. This section of the format structure is the first page that your client will see when opening and reading the document. Introduction includes the following basic element:
      • Your company’s name
      • Your company’s address
      • Services you are qualified to provide
      • Problem Statement. This section describes the problem that your client faces. The primary goal of the section is to ensure the client that you understand the problem and know how to solve it. Problem Statement should include a detailed description of the problem based on facts.
      • Solution & Benefits. In your business proposal you should unambiguously state the solution you intend to offer and the benefits your client can gain from this solution.
      • Pricing & Budget. In this section you need to list prices for your services/products and show details of delivery. The prices and delivery details should be stated in monetary terms, considering currency and terms of payment.
      • Conclusion. This section is like a report. Concluding means re-asserting your claims and the benefits of your product/service in order to show the client once again what benefits he/she will gain. Conclusion should ends up with a positive phrase expressing the hope that your client will accept the business offer.
  2. Basic Writing Tips.
    • Make it clear. You should try to summarize the concept of your business proposal in 2-3 simple sentences – then your client will better understand the main idea even not reading the entire text of the proposal. Strive for achieving clarity, and then you will create a winning document.
    • Communicate. When you work on your business proposal, try to communicate it to your client showing the concept and main benefits. Then the client will be impressed and know what he/she can benefit from.
    • Error Free. Use spell checking tools to make sure your outline does not include any errors and typos. You can ask somebody to check the content of your proposal and take a fresh eye to spot errors.
    • Printing. Your sample should be printed on high-quality paper sheets by using either a laser printer or a good-quality bubble printer. Do not even try to save money on printing because most likely your client will not take appropriate attention to your proposal document if it is printed out on poor-quality paper.
    • Document Layout. A layout of your business document should be designed considering the basic requirements to business records:
      • The body of the proposal text appears in the right two-thirds of the page
      • Titles are disposed on the one-third of the page
      • The white space to the left allows the reader to make notes
      • Visualization. Locating visual elements on the right place makes your sample template more attractive and readable. Logos, clipart, pictures, diagrams, tables and other elements should appear in the document to enhance the visual appeal of the content and make it easier for your client to read and comprehend the main concept.
      • Title Page. Your example should begin with the title page that includes images, the name of the proposal recipient, the name of the proposed product/service, your company’s name and logo, and copyright symbol.
      • Political Correctness. You should write your plan using correct terminology. You do not want to offend your client, so do your best to avoid any words and expressions that can be construed as offensive to any group of your target audience. Do not use jargon.
      • Software. The best way to write a winning proposal is to use specialized software solutions. Use Internet to find and download such software.

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